See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,646 | $227,553-5.7% | $189,557+13.2% | $167,490+28.2% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.4%-22.9pp | 82.1%-26.5pp |
| Annual return | 24.02% | 78.40%-54.4pp | 64.17%-40.1pp | 478.56%-454.5pp |
| Employer contribution / active EE | $2,222 | $5,316-58.2% | $4,412-49.6% | $4,837-54.1% |
| Participant deferral / active EE | $2,571 | $7,002-63.3% | $6,174-58.4% | $6,341-59.5% |
| Admin fee / account holder | $449 | $11,878-96.2% | $9,807-95.4% | $12,309-96.4% |